Filed August 16, 2007 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
HOOKER & HOLCOMBE, INC.8+ years Filed as: HOOKER & HOLCOMBE RETIREMENT SERVIC Service code 15 · EIN 20-0346540 | Recordkeeping | $52,391 |
HOOKER & HOLCOMBE, INC.8+ years Filed as: HOOKER & HOLCOMBE INVESTMENT ADVISO Service code 27 · EIN 06-1461865 | Advisory (Plan) | $23,533 |
CHARLES SCHWAB & CO., INC.8+ years Filed as: CHARLES SCHWAB & COMPANY, INC. Service code 15 · EIN 94-1737782 | Recordkeeping | $0 |
CHARLES SCHWAB & CO., INC.8+ years Filed as: CHARLES SCHWAB BANK Service code 21 · EIN 42-1558009 | Bank Trustee | $0 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 21 · EIN 82-3967259 | Bank Trustee | $0 |
WOLF & COMPANY, P.C.2 years Service code 10 · EIN 04-2689883 | Accounting | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,412 | $130,194-22.9% | $169,993-40.9% | $71,457+40.5% |
| Participation rate | 70.4% | 86.1%-15.8pp | 87.0%-16.6pp | 67.9%+2.4pp |
| Annual return | 15.00% | 20.37%-5.4pp | 53.37%-38.4pp | 28.85%-13.9pp |
| Employer contribution / active EE | $3,799 | $4,381-13.3% | $6,785-44.0% | $2,588+46.8% |
| Participant deferral / active EE | $5,599 | $6,923-19.1% | $10,408-46.2% | $4,289+30.5% |
| Admin fee / account holder | $246 | $966-74.6% | $12,815-98.1% | $1,587-84.5% |